04 Sample assessment
Indicative mapping items completed for each position under review.
01 State this position's three deliverables for the current year.
Reads: Role
Open response02 What is the highest-value decision this position can take alone?
Reads: Right
Value / category03 Who reviews this position's performance, and how often?
Reads: Responsibility
Open response04 Is any right held here without matching responsibility?
Reads: Alignment
Yes / No05 Sample report
Illustrative report — sibling-run distribution business
33
Right–responsibility match
41
Management mandate strength
Findings — Two siblings held identical veto rights over the same function with no shared accountability.— The professional CEO's mandate could be overridden verbally by any shareholder.— Family compensation was set by seniority, unconnected to role or market benchmark.Recommended sequence One accountable owner per function; the second sibling holds consultation rights only. CEO mandate documented with defined override conditions requiring a board resolution. Compensation rebased to role and benchmark, with a transition period agreed by the family.Illustrative composite. Client details are altered and anonymised.